Position in NRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,277,951
-$404,666 QoQ
Shares Held
29,289
-8.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#277
of 1,019 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $9,055,863 across 4 Utilities - Independent Power Producers names. NRG ranks #1 (47.2% of the industry book) .
All Filings in NRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,277,951 | 29,289 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,682,617 | 32,042 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,579,583 | 28,759 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,119,522 | 25,437 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,752,594 | 23,369 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,652,737 | 27,789 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,513,620 | 16,777 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,373,059 | 15,072 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $720,438 | 9,253 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||